MEET THE TEAM
The team behind Wise Choices Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Mark A Squires
As the founder and owner of Wise Choices Financial, LLC, Mark is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Since 2002, Mark has been helping individuals and families prepare for a more confident financial future. His main focus is helping those 55 and older with life insurance, final expense insurance, long-term care insurance, identity restoration plans and basic financial advisory services. His practice specializes in all types of Medicare-related health and drug plans, tailored specifically to individual needs.
Mark believes in researching the needs of his clients and developing a customized strategy to fit each person’s individual circumstances and needs.
He has passed the Series 66 securities exam and holds licenses in life and health insurance as well as variable contracts in Missouri, Kansas and several other states. He is registered as an Investment Adviser Representative and regularly appears on “Moneyline with Peter Newman” on Saturday afternoons on 98.1 KMBZ FM.
Mark has two grown children. He and his wife, Tina, live in Independence, Missouri, with Snickers, the Wonder Dog. In his free time, Mark enjoys gardening, roller skating, family time and home remodeling.
Cassie is the 'Office Administrator/Marketing,' focused on helping individuals achieve their goals. She was born in Bamburg, Germany while her father served in the United States Army. Upon returning to the states, she was raised in a small town close to Fort Riley, KS.
Cassie has spent many years volunteering her time with local organizations including nursing homes, schools, and the American Legion Auxiliary. She was also heavily involved with the dance studio that she had attended since the 2nd grade. It eventually led her to teach dance for five years, where she found her true passion helping individuals grow and achieve their goals
In December of 2018, Cassie married her best friend, Chris. They recently moved to the Kansas City area and are still settling into their first home together, in Blue Springs. Cassie and Chris are proud "parents" to their dog, Zeus, and cats Rory and Luna.
In her spare time, Cassie enjoys baking, board games, and spending time with her friends and family.
As an agent at Wise Choices Financial, LLC, Steve helps support individuals with their specific insurance needs through a people first approach.
Steve grew up on a farm in Wilson, Kansas, with his parents, Steve and Sherry, and his brother and sister, Sasha and Stacy. After graduating with a bachelor’s degree in business administration from Kansas State University in 2012, Steve spent the next seven years as a general manager for the largest coffee retailer in the United States. He currently holds licenses in life and health insurance in Kansas and Missouri.
In an effort to give back to his community, Steve has taught job readiness courses at Kansas City Public Schools and volunteered his time with Harvesters, the Alzheimer’s Association and Midwest Animal ResQ.
Steve married the love of his life, Amanda, in May of 2015. They relocated to Kansas City in October of 2015 and live there with their three dogs, Brodie, Maisie and Puppy.
When he’s not helping clients, Steve most enjoys spending time with Amanda and their dogs. He also enjoys Kansas State sports (EMAW!), KC sports, and playing guitar and piano. He even makes time to visit the family farm.
Director of First Impressions
As the ‘Director of First Impressions,’ Shana is focused on creating an incredible experience in our office. She was born and raised in Raytown, MO with her three other siblings, David, Taylor, and her fraternal twin sister, Tara.
Along with being the ‘Director of First Impressions,’ at Wise Choices Financial, Shana is also a waitress at Carrabba’s, where she has been serving food that she loves since 2017. She appreciates that both of her jobs allow her to be a part of great teams. Shana has a true passion for providing the best customer service and genuinely believes in treating others how you should be treated. She is driven by helping individuals get out of debt, making people laugh and smile, and always tries to find the positive in every situation. In the future, Shana plans on becoming a financial advisor.
Shana has lived with her boyfriend, Brandon, since 2015 and together they have an American bulldog mix named Khali and a Classic American Bully named Shocka.
In her spare time, she likes to watch Brandon train their dogs and loves spending quality time with her friends and family.
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.